-- （标题和第一段更新了最新的股价走势，第六段更新了资本支出展望） 钢铁生产商克利夫兰-克里夫斯公司 (CLF) 周一早盘股价下跌 6.9%，此前该公司公布了第一季度业绩。 该公司公布的季度调整后每股净亏损为 0.40 美元，较去年同期的 0.93 美元亏损收窄。 FactSet 调查的分析师此前预期亏损为 0.43 美元。 截至 3 月 31 日的第一季度营收为 49.2 亿美元，高于去年同期的 46.3 亿美元。 FactSet 调查的分析师此前预期营收为 48.1 亿美元。 该公司表示，维持其对 2026 年资本支出约 7 亿美元的预期。FactSet 调查的四位分析师此前预期为 7.05 亿美元。
Price: $9.20, Change: $-0.74, Percent Change: -7.44%
RBC Capital Markets expects "resilient" first-quarter results from the property and casualty (P&C) insurance sector, but does not believes the results will be enough to change currently subdued investor sentiment on the sector.Analyst Bart Dziarski raised his price target on Fairfax Financial (FFH.TO) to US$2,261.00 from US$2,234.00 primarily reflecting the Poseidon transaction, and maintained an outperform rating. He believes the current valuation does not reflect the positive momentum in Fairfax's underwriting operations and investment portfolio."We expect Fairfax's underwriting results to remain strong in a favourable (albeit slowing) pricing environment where Fairfax has a historical track record of opportunistic growth. Fairfax's investment portfolio has been re-positioned to take advantage of the current interest rate environment driving improving investment results which we expect to continue," he wrote. Dziarski expects the P/B valuation discount vs. peers to narrow as Fairfax continues to consistently deliver solid operating results.As for the diversified financials sector, Dziarski remains cautious on goeasy (GSY.TO) and will look for updates on goeasy remediating issues within the LendCare portfolio, both regarding internal controls/financial reporting and charge-offs/loan losses. "We believe resolution of the foregoing is important for sentiment to improve."He is maintaining an underperform rating and $33.00 price target on goeasy. Dziarski does not expect management's 3-point action plan to take hold until 2028+ and sees downside risk to valuation as investors reassess the durability of book value and the company's ability to stabilize credit performance.Price: $2482.26, Change: $+25.42, Percent Change: +1.03%
Nektar Therapeutics (NKTR) said Monday that data from a 16-week extension period of its phase 2b study of rezpegaldesleukin showed a "deepening of response" in patients with severe-to-very-severe alopecia areata.Wedbush Securities lifted its price target for Nektar Therapeutics' shares to $95 from $70 while maintaining the stock's neutral rating.Shares of Nektar jumped 22%, with intraday trading volume of nearly 3.4 million, up from a daily average of about 1.1 million.Compass Pathways (CMPS), GH Research (GHRS), and other psychedelic companies' shares were up on Monday, after US President Donald Trump signed an executive order Saturday to expedite access to treatments for patients with serious mental illness.Shares of Compass Pathways surged 49% as intraday trading volume soared to over 29 million from a daily average of about 3.05 million.GH Research shares advanced 14% as intraday trading volume jumped to over 953,700 from a daily average of roughly 192,000.Price: $103.50, Change: $+18.64, Percent Change: +21.97%
Financial stocks were mixed in Monday afternoon trading, with the NYSE Financial Index decreasing 0.1% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.2%.The Philadelphia Housing Index was rising 0.4%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was up 0.2%.Bitcoin (BTC-USD) was climbing 0.6% to $75,663, and the yield for 10-year US Treasuries was rising one basis point to 4.25%.In corporate news, Sila Realty Trust (SILA) agreed to be acquired and taken private by affiliates of Blue Owl Capital's (OWL) real estate unit in an all-cash deal worth roughly $2.4 billion. Sila shares jumped 19%, and Blue Owl was down 0.2%.